Soa Wealth Advisors, Llc. Ishares Core Total Usd Bond Ma Transaction History
Soa Wealth Advisors, Llc.
- $532 Million
- Q4 2024
A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 43 shares of IUSB stock, worth $1,959. This represents 0.0% of its overall portfolio holdings.
Number of Shares
43
Previous 43
-0.0%
Holding current value
$1,959
Previous $1,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding IUSB
# of Institutions
757Shares Held
697MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc141MShares$6.43 Billion2.12% of portfolio
-
Jones Financial Companies Lllp60.5MShares$2.76 Billion2.61% of portfolio
-
Black Rock Inc. New York, NY59.9MShares$2.73 Billion0.06% of portfolio
-
Lpl Financial LLC Fort Mill, SC44.6MShares$2.03 Billion0.85% of portfolio
-
Wells Fargo & Company San Francisco, CA42.5MShares$1.94 Billion0.44% of portfolio